Table of Contents
The New Project page (https://app.processplot.com/new-project) in ProcessPlot is where you can set up a project, define its details, and configure key settings. This guide explains how to use the page to create projects easily.
Overview of the New Project Page #
The New Project page has two main sections: Project Details and Configuration.
1. Project Details #
This section is where you add basic information about your project:
- Project Name: Enter a name that identifies your project. This name will be shown in the Saved Projects list (https://app.processplot.com/projects) and other parts of ProcessPlot.
- Project Description: Write a short description of the project to explain its purpose or goals to your team.
- Process: Use the dropdown menu to select the process workflow the project will follow. The process defines the steps the project will go through.
2. Configuration #
This section lets you set up additional details for your project:
- Start Date: Choose the date when the project will begin. A date picker is available for quick selection.
- Projected End Date: This is calculated automatically based on the selected process and its steps. If no process is chosen, this field will show “n/a.”
- Daily Value: Enter the monetary value associated with the project per day. This can help you track the project’s impact over time.
- Project Owner: Assign the project to a team member. The owner will be responsible for managing the project.
How to Create a New Project #
- Fill in the required fields under Project Details and Configuration:
- Enter a project name and description.
- Select a process from the dropdown menu.
- Set a start date, daily value, and assign a project owner.
- Review the information to make sure it’s correct.
- Click the Create Project button to save the project.
- The project will now appear in the Saved Projects list, where you can monitor and manage it.
